Paul Janitelli (CRD# 7299223) is an Investment Advisor Representative working at Esi Financial Advisors in Boca Raton, FL and has 1 year of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Jan 2023 - Current | 1 |
| National Life Group | Sunrise, FL | Nov 2022 - Current | 1 |
| Apif Consulting Inc. | Sunrise, FL | Feb 2020 - Nov 2022 | 2 |
| Appreciation Financial | Miami, FL | Feb 2018 - Feb 2020 | 2 |
| Aflac | Fort Lauderdale, FL | Oct 2016 - Feb 2018 | 1 |
| Corsair | Miami, FL | Jan 2015 - Oct 2016 | 1 |
| Don Shula's On The Beach | Fort Lauderdale, FL | Dec 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- FL
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Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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